Expert Financial Consulting for Business Growth on a Fractional Basis

Gray Acre Consulting Services, LLC provides comprehensive financial consulting on a fractional part time basis to optimize business performance. As small and mid-size company financial consultants, our expertise spans financial reporting, strategic analysis, and actionable insights, helping your business navigate complex financial landscapes. Whether improving efficiency or gaining clarity on economic data, we offer guidance that ensures measurable growth and success.

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Our Financial Consulting Process

Teamwork, collaboration, business meeting, planning.

Stage 1: Onboarding — Building the Financial Foundation

Our onboarding process begins with a thorough review of your existing accounting system and operational model. We provide clear recommendations for system enhancements and create a robust financial model to serve as the foundation for ongoing monthly engagement.

Onboarding Includes

  • On-site visit to assess current processes
  • Review and optimization of your accounting system
  • Transition to a standardized, scalable solution (QuickBooks Online)
  • Creation of essential financial reports (profit & loss, balance sheet, and cash flow)
  • Budget creation and financial forecasting
  • In-depth analysis of gross profit and key performance indicators (KPIs)
  • Comprehensive operating expense review
  • Scenario planning to ensure strategic agility

Stage 2: Steady State — Ongoing Financial Partnership

Once onboarded, we continue our partnership with tailored monthly engagements, where we work together to achieve specific financial objectives. The level of engagement depends on your business needs, ensuring you have the right support at the right time.

Businesswoman giving presentation to colleagues.

Engagement Levels

Basic Engagement
  • Monthly financial preparation and reporting
  • Regular meetings to review results
  • Monthly & YTD Budget vs. Actual Performance Review
Essentials Engagement
  • Includes all Basic Engagement features
  • Strategic insights and analysis
  • In-depth gross profit and KPI review
  • Special projects such as cash flow management, scenario planning, and compensation planning
Premier Engagement
  • All features from Essentials Engagement
  • Weekly meetings for financial health and strategic insights
  • Support for strategy and operations projects
  • M&A analysis and strategic support when applicable

Our Engagement Commitment

  • Month-to-month services with no annual commitment.
  • A service agreement is required to start.
  • 60-day notice for termination by either party.
  • Monthly billing on the first business day; payment due in 15 days.
  • Financial data (Operational reports, bank statements) is due by the 15th of each month.
  • All data remains confidential and the property of the distributor.
  • The client handles sharing financials with external parties.
  • Monthly financial review meetings at a convenient time for both parties.
Businessman and woman reviewing documents.

Unlock Long-Term Success

From streamlined reporting to financial growth strategies, we’re here to help you achieve your financial goals. Contact us today to get started.

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